The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AIR PRODS & CHEMS INC COM 009158106 114,859 1,254,330 SH   DFND 4,8,12,15 1,254,330 0 0
AMYRIS INC COM 03236M101 29,922 10,353,478 SH   DFND 0 10,353,478 0 0
APPLE INC COM 037833100 4,679 11,800 SH   DFND 2,7,9,10,11,16 11,800 0 0
BAIDU INC SPON ADR REP A 056752108 71,027 750,800 SH   DFND 1,2,4,7,9,10,11,12,15,16 750,800 0 0
CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 1,793 60,000 SH   DFND 2,7,9,10,11,16 60,000 0 0
CLEAN ENERGY FUELS CORP COM 184499101 17,702 1,341,090 SH   DFND 1,2,4,7,9,10,11,12,15,16 1,341,090 0 0
COACH INC COM 189754104 15,165 265,629 SH   DFND 2,7,9,10,11,16 265,629 0 0
EXPEDITORS INTL WASH INC COM 302130109 72,401 1,903,276 SH   DFND 4,8,12,15 1,903,276 0 0
FACEBOOK INC CL A 30303M102 107,108 4,305,000 SH   DFND 4,12,13,15 4,305,000 0 0
INTREPID POTASH INC COM 46121Y102 2,258 118,555 SH   DFND 2,7,9,10,11,16 118,555 0 0
ISOFTSTONE HLDGS LTD SPONSORED ADS 46489B108 7,938 1,538,461 SH   DFND 4,12,15 1,538,461 0 0
LEVEL 3 COMMUNICATIONS INC COM NEW 52729N308 1,169,910 55,498,593 SH   DFND 0 55,498,593 0 0
MARIN SOFTWARE INC COM 56804T106 25,889 2,528,205 SH   DFND 4,12,13,15 2,528,205 0 0
MELCO CROWN ENTMT LTD ADR 585464100 17,798 795,988 SH   DFND 2,7,9,10,11,16 795,988 0 0
MONSANTO CO NEW COM 61166W101 140,460 1,421,657 SH   DFND 2,7,9,10,11,16 1,421,657 0 0
MOSAIC CO NEW COM 61945C103 1,054,554 19,597,738 SH   DFND 2,4,7,8,9,10,11,12,14,15,16 19,597,738 0 0
PEABODY ENERGY CORP COM 704549104 9,659 659,800 SH   DFND 4,8,12,15 659,800 0 0
PETROLEO BRASILEIRO SA PETRO SP ADR NON VTG 71654V101 48,248 3,291,131 SH   DFND 1,4,12,15 3,291,131 0 0
PORTOLA PHARMACEUTICALS INC COM 737010108 104,019 4,233,568 SH   DFND 0 4,233,568 0 0
QUALCOMM INC COM 747525103 344,797 5,644,083 SH   DFND 2,4,7,9,10,11,12,13,15,16 5,644,083 0 0
QUINTILES TRANSNATIO HLDGS I COM 74876Y101 351,794 8,265,828 SH   DFND 0 8,265,828 0 0
REALOGY HLDGS CORP COM 75605Y106 9,128 190,000 SH   DFND 2,7,9,10,11,16 190,000 0 0
TURQUOISE HILL RES LTD COM 900435108 217,079 36,606,942 SH   DFND 3,16,17 36,606,942 0 0
YAHOO INC COM 984332106 8,670 345,000 SH   DFND 2,7,9,10,11,16 345,000 0 0